Calculate Tax on a Billing with Header Level Posting (HLP)

With HLP enabled, a Tax Group needs to be selected for each Billing Line. A default Tax Group can also be added to a Product to automatically populate the Billing Line. For more information, refer to the Set up AS Native Tax article.

Note: Under HLP, a Product is not required on the Billing Line for tax calculation.

Select a Billing Line and click Edit. Otherwise, click New to add a new line. Note:You can also click Mass Add/Edit Rows to search for and select a Tax Group for each Billing Line. Then, click Save & Refresh, Save & Complete, Save & Post, or Save & New to calculate the Tax Amount.

Scroll down the page to the Accounting Information.

In the Tax Group field, click the Lookup icon to search for and select a Tax Group.

Refresh the Billing record. The Tax Amount displays based upon the selected Tax Group.

Note: When a Billing has cash or credit applied, the Tax Group should not be changed. If an attempt is made to change the Tax Group, a message will display to prevent this action (the message does not expressly mention “Tax Groups”).

Calculate Tax on a Billing with Line Level Posting (LLP)

Create a Billing and add Billing Lines.

Click Calc Tax. The intermediate screen displays.

Click Calc Tax again. Note: A new billing line will be automatically added for each Tax Rate assigned to the Customer account. Each tax line will be the sum of the Tax Rate times the Line Amount across all taxable lines. For example, if the billing had one billable line for $100 and the customer account was set up for Illinois State Sales Tax (7%), Cook County Sales Tax (1%), and Chicago Sales Tax (3%), billing would have four lines: